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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?


To: David Perfette who wrote (5652)6/29/1999 3:36:00 PM
From: John Ritter  Respond to of 10309
 
Wish we were back in the low 20s...



To: David Perfette who wrote (5652)6/29/1999 3:45:00 PM
From: David Perfette  Read Replies (2) | Respond to of 10309
 
Just a few other thoughts..
Wind is the leader in a market that is expected to grow very strongly, and unless I read something wrong, they are growing market share while competitors are loosing share. What are Wind's main fears, competition from Windows CE, and roll your own? My understanding of Windows CE is that it is not that great, buggy and cpu intensive. As for "roll your own", as it was explained to me on this thread, since wind has opened up the way it licenses it's stuff, and is providing the needed support that many businesses have a hard time getting internally, there isn't a lot of motivation for companies to want to "roll thier Own".

Note, since I'm not a tech person, please feel free to add or clarify were I may not be quite correct.

-David



To: David Perfette who wrote (5652)6/29/1999 9:25:00 PM
From: JPhilipS  Read Replies (2) | Respond to of 10309
 
There was an interesting article in WSJ a couple of weeks ago about MM"s who post phony bids before the open in order to give the illusion the stock is bid up. If you offer to sell at that price your order won't get filled. The phony bid gives the appearance that there is buying, bringing in sucker buyers, who, do indeed, bid up the price. The MM's sell into the opening strength, and Poof! The uptick is gone.

I don't know that this is what is happening with WIND, but I thought the WSJ gave the story credibility.